Do you struggle with whether to purchase the monthly plan or commit to the annual subscription for a new software? When you look at the savings you can get from an annual plan, it seems like a pretty straightforward choice... But it's not all about dollar signs when making your decision.

One of my biggest clean-ups last year took me 27 days... and you'll never believe what I found hiding in their books. 👀 Please don't let the shame of having messy books stop you from reaching out - there's NEVER any judgment here.

Bookkeeping mistakes come in all shapes and sizes, and while some may seem minor, they can have significant repercussions for your business. Here are three common mistakes that can cause serious issues, along with why they’re problematic and what you can do to avoid them.

If you’re using a spreadsheet to track your income and expenses, you’re already leaps and bounds ahead of someone who isn’t tracking their numbers at all! But, bookkeeping software is ALWAYS going to be king when it comes to making data-based decisions for your business.

Armed with these questions, you'll be ready to hop on a discovery call with your new potential bookkeeper and feel confident that you’ll find the perfect fit for your business.

I've got five game-changing recommendations that will help you kick things up a notch and take your business to the next level this year!

What exactly is a Balance Sheet? Think of it as a snapshot of your business's financial health at a specific point in time. It's like taking a selfie, but instead of capturing your best angle, you're capturing your assets, liabilities, and equity.

With a little bit of organization and a sprinkle of tech magic, you'll be mastering your finances like a pro in no time.

Mastering the art of budgeting is pivotal for achieving long-term financial stability and success!

3 clear signs that you need help with your business’s bookkeeping.

Get a headstart on 1099 season with this quick guide!

A month-end to do list for your business’s bookkeeping.

A checklist for business owners to ensure your financial house is in order for year-end!

Navigate Black Friday sales without totally destroying your business’s budget!

The key to successful budgeting lies in your ability to adjust and make changes as needed!

How to determine when your business is at its busiest AND what to do with that information.

Let’s review our 2023 goals and finish the year strong!

Three key reports that take you beyond your P&L and Balance Sheet.